Below, we compare several very important B2B extensions developed by Amasty, Cart2Quote, AirBytes, and Ecomwise. All 4 Magento 2 wholesale extensions allow enhancing the default platform capabilities related to the work of sales representatives and dealers. The lacking functionality is vital for most B2B websites, so we’d like to draw your attention to all nuances of Sales Reps and Dealers by Amasty, Sales Representatives by Cart2Quote, Sales Staff by AirBytes, and Sales Agents and Dealers by Ecomwise to help you choose the module that suits your particular needs.
Since all four tools have the same purpose but slightly different functionality, we consider Amasty Magento 2 Sales Reps and Dealers extension as a standard. This will help us emphasize the difference between the B2B extensions.
Customers Can Select Dealers
We are always talking about all possible ways to increase the existing user experience of the platform, therefore, it is necessary to start our comparison from features oriented towards your business partners. It is very important to let customers choose dealers they want to work with. Unfortunately, not every Magento wholesale module provides this opportunity.
The appropriate B2B feature is implemented brilliantly in Amasty Sales Reps And Dealers Magento 2 extension. The necessary option is available right in a customer account under “My Dealer” tab. There is a drop-down list of dealers to choose from. Furthermore, the Magento 2 sales rep extension displays information about a dealer on the same page.
Note that a customer can select a dealer right during the registration, which also makes the default ecommerce experience much better, especially if your B2B partners are already working with your sales reps outside your ecommerce storefront. The Magento dealer extension by Amasty add the new field as follows:
As for Magento 2 Sales Rep by Cart2Quote, this Magento 2 B2B wholesale extension is based on a slightly different principle: you are the only person who can assign customers to backend administrators. We think, that it is a drawback, but the module provides slightly different features than our standard and is integrated with other company’s products, so the lacking functionality is compensated by the existing benefits.
The same is about the AirBytes Sales Rep Magento 2 distributor module: a customer cannot select a sales representative, but sales representatives get some advanced opportunities, which are described below.
What about Sales Agents and Dealers by Ecomwise, you will ask? The situation is the same: customers cannot select Magento 2 sales agents. So the only Magento dealer extension that provides customers with the ability to select a sales representative is developed by Amasty.
Dealers Can Select Customers
It is also a great idea to allow dealers select customers if you want to implement a robust Magento 2 sales representatives system. Each of the aforementioned Magento wholesale extensions provides its unique approach to the implementation of this idea. You will be surprised how the same feature differs from module to module.
The Amasty Sales Reps And Dealers Magento 2 module provides your representatives with the ability to edit customers, view and create orders as well as assign them to other dealers, and add new customers from backend. Besides, the extension allows creating restrictions on the basis of customer groups. Assign a dealer to a certain group, and he or she will be able to add customers to this group only.
In case of Cart2Quote, sales agents see orders, quotes, and question of customers assigned to them. Thus, the Sales Representatives Magento 2 B2B module provides only a limited set of dealer-oriented features.
Sales Rep by AirBytes offers a very interesting approach to sales staff. A dealer can both search through the assigned customers as well as create or assign new customers to his/her account. Next, the representative switches to a customer account in frontend and creates an order in his/her name.
The Ecomwise Sales Agents and Dealers module for Magento 2 allows creating a sales agent role and assign customers to it. Next, dealers can select customers assigned to this role and take their identity in order to make orders. The situation is similar with the aforementioned Magento sales rep extension.
The sales agent role holder can also create orders from the backend section. The process is illustrated on the screenshot below.
Control Over Sales Team
Now, when you know how customers and sales representatives interact with each other, it is necessary to describe features that enable control over both groups.
As mentioned above, Amasty allows assigning dealers to customer groups, so further access to unassigned customer groups is restricted. And of course, you can assign a dealer to order right from the order view page. If necessary, an order can be reassigned to a new sales representative.
Next, the extension adds a new column to the Order grid that shows dealers related to each order. Thus, the Amasty Sales Reps and Dealers Magento 2 module allows monitoring dealer performance right in the grid. Note that the column may be hidden by default, so you should enable it in the ‘Columns’ drop-down.
Alternatively, it is also possible to view all orders assigned to each dealer separately via the dealer account in the backend.
The same is about customers:
The Cart2Quote Magento 2 Sales Representatives extension offers a much more limited set of features. The module offers two ways of control. Firstly, it allows assigning a customer account to a sales person. Alternatively, you can link orders, quote requests, and support tickets related to the same customer to different sales managers.
As for Sales Rep by AirBytes, this Magento wholesale module allows creating and managing sales staff in backend: assign a dealer to a customer group and specify a commission. Besides, it is possible to turn on manual activation for sales staff members. Visitors can still register on your ecommerce website as customers, but they should be approved by administrators to become dealers.
Any number of customers can be assigned to a sales representative via a convenient grid.
As for orders related to dealers, you can view them in a separate grid.
Sales Agents and Dealers by Ecomwise allows managing sales agents roles as well. It is possible to enable/disable dealer account from backend as well as set permissions.
Assigning customers to a sales agent is possible via a dealer account in the Magento 2 admin section.
Note that the “Placed By” column is added to the Orders grid (the same principle as in case of Amasty), so you can view who placed the order.
Now when you know about core differences in the functionality of all 4 B2B sales reps Magento 2 modules, we can talk about their price. You can purchase Sales Reps and Dealers by Amasty for $189. As for Sales Representatives by Cart2Quote, it is the cheapest solution – its price starts at €99. Sales Rep by AirBytes costs ten times more – €999. The same is about Sales Agents and Dealers by Ecomwise.
Magento 2 Sales Representatives Extensions Comparison
|Customers Can Select Dealers||+|
|Dealers Can Select Customers||+||+||+|
|Assign Dealers to Customer Groups||+||+|
|Dealer Order Reassign||+|
|Enhanced Order Grid||+||+|
|Link Quote Requests||+|
|Link Support Tickets||+|
|Login as Customer||+||+|
Let’s figure out particular ecommerce needs each Magento 2 sales representatives extension is suitable for. There are two enterprise-level extensions that cost €999 each. Not every merchant is ready to spend such budget on a single module. Therefore, both AirBytes and Ecomwise provide products suitable for middle and large ecommerce stores. The extensions are very similar in functionality, since both allows dealers to login as customers and create orders on behalf of your clients.
An absolutely opposite approach is demonstrated by Cart2Quote. The Sales Representatives Magento 2 module costs just €99, so it is the cheapest solution in our comparison. Note that the extension is limited when it comes to functionality, especially if you don’t use other modules by Cart2Quote, but it is great for those merchants, who need a basic features for the smallest price.
As for the Sales Reps and Dealers by Amasty, this Magento 2 wholesale extension seems to be the most suitable for all types of merchants. First of all, it provides a robust set of features including the ability to select a dealer right during customer registration. Besides, you get advanced controls over all sales representatives. At the same time, your clients can always change a new dealer via a customer account. The extension doesn’t allow sales representatives to login as customers to place orders, but dealers achieve the same goal creating orders from backend. And the Magento sales rep extension is almost as cheap as the solution by Cart2Quote.